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| Ausdal Financial Partners Inc
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|---|---|
| CRD # | 7995 |
| SEC # | 801-69266 |
| CIK # | 0001667146 |
| AUM | $1.4 BB (2023-03-31) |
| Employees | 325 (38% Investors, 66% Brokers) |
| Phone | 563-326-2064 |
| Address | 5187 Utica Ridge Rd Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001667146 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 17.3 | |
| Caterpillar Inc | 99,975.7 | 15.6 | |
| Microsoft Corp | 1,918,222.4 | 7.5 | |
| AbbVie Inc | 269,466.6 | 5.4 | |
| Sprott Physical Gold Trust | 4.6 | ||
| Deere & Co | 94,490.3 | 4.2 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,410 | 650.7 |
| (b) Individuals (high net worth individuals) | 1,855 | 753.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 8.2 |
| (h) Charitable organizations | 8 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 8,303 | 1,415.7 |
| By Discretionary | ||
| Discretionary | 7,834 | 1,300.6 |
| Non-Discretionary | 469 | 115.1 |
| Total | 8,303 | 1,415.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,415.7 | |
| Total | 8,303 | 1,415.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001667146] |
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